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LCR vs FPX
Leuthold Core ETF vs First Trust US Equity Opportunities ETF
Key differences
LCR is a mixed asset ETF, while FPX is an equity ETF. LCR charges 0.84% a year and FPX 0.57%.
- LCR is a mixed asset fund, while FPX is an equity fund. They carry different risk/return profiles.
- LCR follows a active selection strategy; FPX uses index tracking.
- FPX costs 0.27% less per year.
- FPX is much larger than LCR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FPX has delivered higher annualized returns.
- FPX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LCR | FPX | |
|---|---|---|
| Annual cost (TER) | 0.84% | 0.57% |
| Fund size (AUM) | $69M | $1.5B |
| Since | 2020 | 2006 |
| Dividend yield | 1.31% | 0.48% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +12.9% | +34.8% |
| CAGR 3Y | +11.2% | +31.5% |
| CAGR 5Y | +6.5% | +9.3% |
| Sharpe 3Y | 0.91 | 1.04 |
| Volatility 1Y | 7.70% | 23.46% |
| Max drawdown | -17.44% | -43.14% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.